Customising LeadMaster Labels etc.

How do label sets impact different users?

There are a several things about label sets that impact users:


1. A workgroup can have a default label set (see administration / manage workgroups / edit workgroup). If the user logon doesn’t specify a label set the workgroup default label set is used.

2. A user having access to a the workgroup can have a label set specifically for that workgroup (see administration / logon management / internal for the user / workgroup)

3. A user logon can have a default label set (see administration / logon management / privileges).

The “Request to Update Records” feature (aka Lead-Xpress) provides the ability to have “users” who do not have logons. So if you are configuring a workgroup to use this feature, make sure to have a default label set configured for the workgroup. As a matter of good practice, ALWAYS have a default label set configured for the workgroup.



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